october 25, 2012

October 25, 2012New Superintendent

Academy

Aligning Resources

and Mission

Budget Development

Budget Implementation

Progress Evaluation

ChangingOrganizational

Needs

Strategic Plan

Five Year Strategic Plan

One Year Implementation

Annual Staffing Allocation

State School Fund

http://www.ode.state.or.us/search/results/?id=168

SSF State School Fund

Projecting Enrollment

Enrollment Projection Considerations

Cohort Survival

New Housing Development Statewide Birth Data Available Here:

Economic Climate State Birth Data

Historical Trends

Monthly Look Fors

• Budget report to all stakeholders administrators, supervisors, school board

• Bank reconciliation• State School Fund

Projections• Supplemental Budget• General Fund Balance • Enrollment and

weightings • Investment Reports

Quarterly Look Fors

•SSF Projections

•Enrollment & Weightings

•State Economic Forecasts

•Cost centers overspending?

Annual Look Fors

• Budget Adoption - June 30

• New administrators trained on managing budget

• CAFR – Due 12/31

• Management Letter

• Action plan for responding to deficiencies

Angie Peterman, Executive Director, OASBOangie.peterman@oasbo.com 503.931.7010

Michael Wiltfong, Director of School Finance, ODEMichael.wiltfong@state.or.us 503.947.5914

Claire Hertz, Chief Financial Officer, Beaverton SDClaire_hertz@beaverton.k12.or.us 503.591.4262